Meta Platforms, Inc.’s massive AI CapEx is not a visionary growth strategy but a defensive response to structural disruption in advertising driven by generative and agentic AI. The entry of OpenAI ...
Fallout from quarterly reports from Kyndryl and Monday.com, and what may be next for both. Why the capex spending won't slow anytime soon. Whether the debt-fueled growth at CoreWeave and Oracle is ...
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Microsoft's free cash flow crashes due to high capex - but is MSFT stock's dip overdone?
Microsoft Corp (MSFT) reported strong operating cash flow (+60% YoY) for its fiscal Q2 ending Dec. 31, 2025. However, free cash flow fell 9.3% YoY and was down 77% QoQ. This was mainly due to a ...
As someone who views corporate finance through a pragmatic lens, I’ve been closely watching the current surge in capital expenditures tied to artificial intelligence. In this post, we will explore the ...
Despite investor concerns about excessive spending on artificial intelligence (AI)-related infrastructure, large tech companies in the Magnificent Seven group are plowing ahead with big spending plans ...
Invesco PHLX Semiconductor ETF (SOXQ) surged 64% over the past year and gained 15% year-to-date in 2026. NVIDIA represents 10.75% of SOXQ. AMD and Broadcom together add another 14.82% in AI chip ...
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